Creating a New Customer in N-Central

Discovery Phase 1

How to create a new customer in N-Central. These steps can be completed prior to going onsite to perform the network discovery.

*NOTE* If you have worked with Collabrance after Nov. 1, 2019 please call the Service Activation team to create your Customer in N-Central. Please DO NOT follow this document which is for MSPs working with Collabrance prior to Nov. 1, 2019.

Discovery Phases

Please complete each phase in order as a pre-requisite to your next step.

PHASE 1:
Creating a New Customer in N-Central

PHASE 2:
Readying the Domain / Workgroup Environment

PHASE 3:
Installing
the Probe

PHASE 4:
Discovering the Environment

PHASE 5:
Review Results & Resolve Issues

Create New Customer in N-Central

Login to N-Central at https://rmm1.collabrance.com.
The “View Selection” menu on the top left defaults to the S.O. (Service Organization) level. This is the top option in the tree that is named after your business. Global changes to your customers are made here.
On the left menu, expand “Administration”, then select “Customers”. The Customers list will appear.
Click “Add”.
Enter the customer name in the format “Discovery – Customer Name” in the “Customer Name” field. You must ensure the format of “Discovery(space)-(space)Customer Name.
1. This convention is used to distinguish between subscribers and prospects.
2. Please enter their name as their “Doing Business As” name.
Click the “Save and Continue” button.

Continue Discovery Next Steps to Phase 2

Prepare the environment to properly communicate with the N-Central tools.

If the environment has a mix of both, please refer to both the domain and workgroup environment directions. You may need to create two probes: one for the Domain, and one for the Workgroup. (Note there is a 60 day limitation for licenses in N-Central before removal. We are seeing that if an opportunity has no activity for that amount of time, a new assessment of the environment is necessary.)

Domain Environment

If there is a Domain present in this environment, continue to Discovery Phase 2: Readying the DOMAIN environment.

Next Steps

Workgroup Environment

If this is a Workgroup environment, please continue to Discovery Phase 2: Readying the WORKGROUP Environment.

Next Steps

** Disclaimer: Service Providers must comply with identified Collabrance Requirements in order for items referenced in our Service Catalog to perform properly. **